Joseph Paul Rodriguez
Investment adviser representative at Matriarch Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$267.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Matriarch Wealth Management, LLCApr 2024 to now
- UBS Financial Services Inc.Dec 2018 to Mar 2024
- UnemployedMay 2018 to Dec 2018
- Loyola University MarylandJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Matriarch Wealth Management, LLC
$267.3MAssets managed
71Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6340564
- Firm CRD
- 327099